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Vanguard Real Estate ETF

1,639 hedge funds and large institutions have $18.7B invested in Vanguard Real Estate ETF in 2025 Q2 according to their latest regulatory filings, with 92 funds opening new positions, 645 increasing their positions, 676 reducing their positions, and 111 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,639
Holders Change
-53
Holders Change %
-3.13%
% of All Funds
21.98%
Holding in Top 10
97
Holding in Top 10 Change
-9
Holding in Top 10 Change %
-8.49%
% of All Funds
1.3%
New
92
Increased
645
Reduced
676
Closed
111
Calls
$75.8M
Puts
$122M
Net Calls
-$46.3M
Net Calls Change
-$56.2M
Name Holding Trade Value Shares
Change
Shares
Change %
FMII
401
Farmers & Merchants Investments Inc
Nebraska
$3.46M -$4.9K -55 -0.1%
CIA
402
Compass Ion Advisors
Pennsylvania
$3.43M -$66.8K -750 -2%
MTC
403
Matrix Trust Company
Colorado
$3.43M +$8.64K +97 +0.3%
Jones Financial Companies
404
Jones Financial Companies
Missouri
$3.42M +$421K +4,758 +14%
TWM
405
Tradition Wealth Management
Minnesota
$3.42M +$234K +2,624 +7%
SF
406
Summit Financial
New Jersey
$3.41M -$2.14K -24 -0.1%
EWA
407
Elevate Wealth Advisory
Georgia
$3.39M -$264K -2,966 -7%
GEM
408
Global Endowment Management
North Carolina
$3.38M -$350K -3,930 -9%
UB
409
UMB Bank
Missouri
$3.34M -$563K -6,317 -14%
MOS
410
MGO One Seven
Ohio
$3.33M +$29.7K +334 +0.9%
FIM
411
Freedom Investment Management
Connecticut
$3.32M -$79.7K -895 -2%
AL
412
Aspiriant LLC
California
$3.3M -$37.7K -423 -1%
CFP
413
Cascade Financial Partners
California
$3.26M -$303K -3,398 -8%
FFA
414
First Foundation Advisors
California
$3.26M -$268K -3,004 -8%
FPCP
415
Fort Point Capital Partners
California
$3.25M +$469K +5,262 +17%
AIM
416
Aspen Investment Management
Michigan
$3.25M +$261K +2,934 +9%
WPW
417
Waldron Private Wealth
Pennsylvania
$3.23M -$241K -2,701 -7%
PWA
418
Physician Wealth Advisors
Utah
$3.23M -$62.5K -702 -2%
HFRG
419
Houlihan Financial Resource Group
Virginia
$3.21M -$48.7K -547 -1%
EWA
420
Encompass Wealth Advisors
Oregon
$3.17M +$157K +1,765 +5%
IPW
421
Intergy Private Wealth
Colorado
$3.17M +$55K +618 +2%
JWS
422
Juncture Wealth Strategies
Arizona
$3.15M +$15.9K +178 +0.5%
PT
423
Plimoth Trust
Massachusetts
$3.12M -$1.54M -17,286 -33%
AAS
424
Ameritas Advisory Services
Nebraska
$3.11M -$207K -2,328 -6%
WIA
425
World Investment Advisors
California
$3.11M +$77.8K +873 +3%